Modify a sold product to create a quote

Modify a sold product and its complete hierarchy on the CSM Configurable Workspace to generate a quote for any updated characteristics or configurations. For example, a customer may want to find the price to modify a sold product's characteristics and the line items (hierarchy) that are associated with it.

About this task

Make changes to a sold product or its characteristics. When you modify a sold product's characteristics, a sold product to quote flow is triggered. This flow applies changes to the existing sold product characteristics and presents customers with a quotation based on their selected changes.

Required plugins: Product Configurator UI (com.sn_prd_config_ui), Quote Management (app-l2c-quote-mgmt), and Customer Lifecycle Management workflows (com.snc.customer_lifecycle_mgmt_workflows) (

Role required: Sales Agent (sn_sales_common.sales_agent) and Sales Manager (sn_sales_common.sales_manager)

Procedure

1. Navigate to All > CSM/FSM Configurable Workspace.
2. In the list view, select Customer > Accounts.
3. Open the account that the sold product belongs to.
4. In the Sold products related list, select the product that you want to modify the characteristics and line items for.
5. Select Modify to update the characteristics of the sold product.
   Note:

   You can do a Modify action on either the root or the child sold products only if the sold product is in the Active state.
   Note:

   If you have both the Order Management (com.sn_ind_tmt_orm) and Quote Management (app-l2c-quote-mgmt)) plugins the order agent, order admin, sales agent, and sales manager can perform the Modify action that results in an order. To specifically create a quote, customers need to configure the decision table to modify existing sold product as per their business needs. Users performing the modify flow must have both the sales agent and the order agent roles. To learn more about the decision table, see Modify decision table rules in Workflow Studio.
6. On the Configurator UI, modify the existing configurations for the sold product.
   To learn more about the Configurator UI, see Exploring Sales Customer Relationship Management.
7. Select Update.
   A quote to modify the sold product and its hierarchy is created. You can select the quote number from the confirmation message on the sold products page to open the quote and see the quote line items.